ChiroHD provides three SOAP Note screen modes to accommodate various workflow preferences. This article focuses on the Provider Mode, which is designed for efficient, clinical documentation directly within the adjustment queue interface.
Accessing Provider Mode
To access the Provider Mode:
The user must be assigned the Provider role in ChiroHD.
Administrators will not see the SOAP Notes tab unless also assigned as a provider.
Click SOAP > Provider Mode from the navigation bar.
Layout and Functional Overview
Patient Overview Panel
At the top of the screen, you’ll see:
Patient Name, Date of Birth, and Age
Snapshot: Opens the full patient snapshot for additional context.
Call Patient: Alerts the patient they are ready to be seen in the adjustment area.
Treatment Date: Defaults to today’s date; can be adjusted if needed.
Core Interface Elements
1. Adjustment Queue
Shows all patients who have been marked “arrived.”
Organized by provider, with options to expand/collapse individual queues.
Includes Draft Notes Queue and Incomplete Notes Queue for quick access to unfinished documentation.
2. Cases Panel
Displays current case, visit counts, and the ability to switch between cases.
3. Charges
Add, edit, or remove charges for services rendered.
Adjust:
Units
Modifiers
DX mapping (click + to reassign diagnosis order)
View copay, deductible, co-insurance amounts.
4. Care Plan and Pregnancy Tracking
Displays the Care Plan Tracker if active.
Pregnancy Tracker visible for patients marked pregnant (pink for girl, blue for boy).
Updates automatically on a weekly basis.
5. History and Info Panels
Visit History: View previous SOAP notes.
Case and Info: Jump to case details.
Quick Add: Rapidly add preset services.
Notes Boxes: Pulls Chief Complaints, Care Notes, and general notes from the patient’s profile.
Using SOAP Macros
1. Creating the Note
Click through SOAP Note Macros to input data for Subjective, Objective, Assessment, and Plan.
Use Advanced Macros (blue buttons) to enter select, multi-select, narrative, spine, and number range data.
Click any macro button to interact and edit in real time.
2. Editing Existing Notes
Select Reuse Last Note to repopulate the previous visit's content.
Edit dynamic fields (e.g., pain scale) by clicking on the macro entry directly.
3. Signatures
At the end of documentation, click Electronic Signature to sign the note with the provider’s name and timestamp.
Document & Imaging Tools
X-rays and Imaging
View any x-ray file uploaded to the patient's profile and marked as "x-ray."
Tools include:
Zoom
Side-by-side comparison
Drawing tools for discussion only (annotations are not saved)
Other Documents
Access any uploaded files directly from the SOAP screen using the Document Panel on the right.
Diagnosis Management
View or edit diagnosis codes directly from the SOAP screen.
If blank, click the diagnosis area to add ICD codes quickly.
Finishing the SOAP Note
At the bottom of the screen, you’ll find note submission options:
Button | Function |
Close | Closes the screen without saving. |
Save as Draft | Saves the note to the Draft Notes Queue for later completion. |
Submit and Assign | Submits current section and assigns patient to another provider/room. |
Submit | Finalizes and submits the note along with the charges; removes patient from the queue. |
Summary
The Provider SOAP Note Screen in ChiroHD offers a complete and efficient workflow for real-time SOAP note creation, documentation, and billing. Designed to be intuitive and customizable with macros, this mode ensures providers can manage clinical documentation quickly without sacrificing quality or accuracy.
Key Features:
Adjustment queue organized by provider
Dynamic SOAP macros and advanced macro editing
Real-time care plan and pregnancy tracking
Direct access to diagnostics and uploaded files
Integrated note queues for draft and incomplete notes
For help with setting up user permissions, macros, or custom workflows, contact ChiroHD support.